Entering Budget/Forecast Types—Exercises

Main Exercise

Purpose: The purpose of this exercise is to enter budget/forecast types which will be used when creating project budget/forecasts.

Windows:
Project Basic/Forecast Type

Entering Budget/Forecast Type

  1. Open the Project Basic window and click on the Forecast Type tab.
  2. Double click on the table and enter the following values.
    Forecast
    Type ID
    Description Set As Budget Version ID Prefix Version ID Start Value Periodic Review
    GEN General Forecast Unselected GEN 00001 Selected
    BGT Budget Selected BGT 00001 Unselected
  3. Save the records.